Morgan Stanley
PDCC

Morgan Stanley’s Pearl Diver Credit Co PDCC Stock Holding History

Morgan Stanley’s Portfolio PDCC Stock Details PDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.5K Hold
1,000
– – ﹤0.01% 6929
2025
Q4 		$13.9K Hold
1,000
– – ﹤0.01% 6813
2025
Q3 		$16.5K Buy
+1,000
New +$17.1K ﹤0.01% 6754

Other funds holding PDCC

UOWF
University of Wisconsin Foundation Madison, Wisconsin $113M AUM 23.15% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's PDCC Position: Q1 2026 in Review

Morgan Stanley held its Pearl Diver Credit Co (PDCC) position steady in Q1 2026 at 1,000 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6929.

Morgan Stanley first reported a position in PDCC in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.5K in Q3 2025. 10 funds tracked by Wall St. Rank hold PDCC as of Q1 2026.

  • Morgan Stanley held 1,000 shares of Pearl Diver Credit Co worth $10.5K as of Q1 2026.
  • Morgan Stanley left its Pearl Diver Credit Co share count unchanged in Q1 2026.
  • Pearl Diver Credit Co made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6929 holding.
  • Morgan Stanley first reported a position in Pearl Diver Credit Co in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Pearl Diver Credit Co position peaked at $16.5K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.